BTW

Boston Trust Walden Portfolio holdings

AUM $13.6B
1-Year Est. Return 9.11%
This Quarter Est. Return
1 Year Est. Return
+9.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.42B
AUM Growth
+$73.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
360
New
Increased
Reduced
Closed

Top Buys

1
+$23.9M
2
+$16M
3
+$14.9M
4
SBUX icon
Starbucks
SBUX
+$10.3M
5
ATR icon
AptarGroup
ATR
+$8.81M

Top Sells

1
+$22.1M
2
+$15.5M
3
+$14.3M
4
CLC
Clarcor
CLC
+$13.1M
5
WEX icon
WEX
WEX
+$12.8M

Sector Composition

1 Financials 18.4%
2 Healthcare 14.75%
3 Technology 14.75%
4 Industrials 13.71%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18.7M 0.29%
924,604
-89,981
127
$18.6M 0.29%
341,361
-14,416
128
$17.9M 0.28%
539,902
-26,978
129
$17.4M 0.27%
182,108
-20,130
130
$17.3M 0.27%
189,842
-10,713
131
$16.6M 0.26%
50,791
-833
132
$16.5M 0.26%
9,287
+8,973
133
$15.8M 0.25%
388,618
-48,203
134
$15.6M 0.24%
120,254
-65,816
135
$15.5M 0.24%
308,261
-34,897
136
$15.4M 0.24%
143,853
-1,580
137
$15.4M 0.24%
358,291
-35,778
138
$15.4M 0.24%
346,854
-30,134
139
$15.2M 0.24%
387,683
-30,749
140
$15.1M 0.24%
145,333
-15,980
141
$14.9M 0.23%
+211,542
142
$14.9M 0.23%
540,276
-20,116
143
$14.8M 0.23%
341,249
-43,773
144
$14.8M 0.23%
1,559,285
-164,330
145
$14.7M 0.23%
494,595
-27,867
146
$14.3M 0.22%
181,565
-17,297
147
$14.2M 0.22%
974,484
-69,301
148
$14.1M 0.22%
191,842
-4,442
149
$14M 0.22%
135,085
-124,025
150
$13.6M 0.21%
314,014
-32,917
4 5
6
7 8